Monthly family spending review
Here is last month's exported bank statement: [paste]. Show amounts in USD ($). Group spending into categories and show changes from the month before. No investment advice.
Money agents for families in the United States
Every money prompt in our library, localised for the United States: Walmart, Target, Kroger or Instacart, USD ($), your family doctor, daycare/preschool, and official .gov sites for rules.
Baby budget estimate
Estimate first-year baby costs in the United States by category using typical public price ranges, so we can plan. Label them as rough estimates.
Savings goal tracker
Track our savings goal of USD ($) [amount] for [goal] by [date]. Each month, tell me if we're on track based on what I report. Not financial advice.
Child benefit checklist
List the government family benefits that may apply in the United States, with official links and deadlines. Tell me to confirm eligibility with the official office.
Grocery spend tracker
When I forward grocery receipts from Walmart, Target, Kroger or Instacart, log totals and show weekly spend against our USD ($) [amount] budget. Not financial advice.
Gift budget planner
List all upcoming birthdays and holidays for the year with a gift budget per person in USD ($), and remind me 2 weeks before each. Not financial advice; never buy gifts without asking.
Cashback and offers check
Before big purchases, check for official retailer discounts or cashback offers I may be missing. Summarise options for my approval; never buy or apply payment methods without asking. Not financial advice.
Big-purchase comparison
Compare these 3 [prams/cars/washing machines] on price, total cost of ownership, reviews and warranty in a simple table. Not financial advice; I decide what to buy.
Household money meeting
Each month, prepare a 15-minute agenda for our money check-in: what changed, upcoming costs, and one decision to make. Not financial advice.
Annual costs calendar
List our yearly costs (insurance, subscriptions, taxes, fees) by month so we can set money aside for them. Not financial advice.
Kids' savings explainer
Explain in plain language general types of savings accounts for children in the United States with official .gov sites. Not financial advice: check with a qualified adviser.
Refund chaser
Track refunds I'm waiting on: shop, amount, date requested. Remind me to follow up after 14 days. Not financial advice.
Shared gift wishlist
Keep one shared wishlist for birthdays and holidays: item, who it is for, link, and price in USD ($). Mark bought items privately so we do not double-buy. Never purchase anything without asking. This is not financial advice.
Questions about money in the United States
Can an AI agent do my money in the United States?
It can plan, track and draft; you approve anything that spends USD or contacts someone.
Where should I check official rules in the United States?
Use official .gov sites; the agent should cite them rather than guess.